The inclusion of Moores Rowland within the Abacus Group strengthens and deepens as well as extends the range of our services for our clients.
Moores Rowland has operated in Monaco since 1976, making it one of the longest-established professional services firms in the Principality.
The highly-regarded team of professionally qualified directors and staff provide trust and corporate services, as well as advice to individuals and families and their businesses on international tax and estate planning and cross-border relocation.
International Wealth Protection
Our expertise includes:
Assistance in implementing tailored asset protection strategies
Structure property purchases
Consultancy on tax and legal regimes affecting international private clients and companies and their asset structures across multiple jurisdictions
Consultancy on immigration / emigration related matters including coordination of residency or citizenship applications
Coordination in the relevant jurisdictions on pre and post nuptial agreements to protect inherited, pre-marital, family business or trust assets in the event of divorce or separation
International Tax
Our expertise includes:
Consultancy on international structures
Tax planning for inbound commercial and private investments in particular in the UK
Consultancy on inbound US tax planning for non-US residents
Tax compliance
Consultancy on international joint ventures and international project financings
Tax planning related to business property, share transfers and corporate restructuring
Tax planning relating to private investments including inheritance / estate tax, capital gains tax and income tax
French Tax
Our expertise includes:
Assisting individuals in changes of residence, whether to or from France
Assisting clients on the restructuring of their private assets
Assisting clients and trust companies on the French tax legislation applicable to trusts and assisting with reporting obligations
Assisting with the acquisition of French residential properties including agricultural real estate such as vineyards and stud farms
Assisting clients and executors on French estate and tax planning
Assistance and representation in tax litigation matters before the French tax authorities and courts in particular in respect of wealth tax, capital gains tax, gift tax, inheritance tax, 3% tax etc.
General French tax planning (e.g. new real estate wealth tax, capital gains tax, income tax, etc.).
International Estate Planning
Our expertise includes:
Succession and estate planning for multi-jurisdictional estates and families
Assistance with foreign wills in accordance with the Private International Law in Monaco (Law 1.448 of 2017)
Dealing with forced heirship issues
Inheritance or tax planning issues arising out of international interests, such as domicile or the ownership of assets overseas
Coordination of annual tax returns (commonly for trusts and estates)
Lifetime transfers of assets and donations
Liaising with notaries, financial advisers, accountants and other third parties in relevant jurisdictions
Trusts
Our expertise includes:
Formation of foreign trusts and foundations for estate planning and asset protection
Monaco having its own trust law that permits the establishment of trusts in accordance with Law 214 (1936), Moores Rowland are approved Trustees for this purpose
Attending to tax and reporting requirements in relevant jurisdictions
Trust administration
Bookkeeping and preparation of trust accounts
Liaising with beneficiaries and other advisers to ensure trust fulfils its purpose
Corporate Services
Our expertise includes:
Formation of foreign companies, partnerships and entities and Monaco Sociétés Civiles (SCP)
Provision of corporate secretarial and administration services for foreign companies
Provision of administrative assistance to deal with the day-to-day operations between our clients and their bankers and other professionals
Provision of accounting, bookkeeping and budget services for foreign companies including preparation of financial statements, management accounts, cash flow forecasts, profitability reviews
We also provide the following Real Estate services:
Assistance with the purchase and sale of residential and commercial property locally and internationally
Coordination services with third parties in the relevant jurisdictions (notaries, solicitors, surveyors, architects, developers, etc.)
Provision of ongoing assistance in relation to the management of the real estate
Our Yachting practice areas include:
Setting up tailor-made solutions for structure, flagging and operational status of Superyachts
Maintaining, updating and annually reviewing the maritime records and documents of the vessel and the crew
Coordinating charter contracts with brokers and relevant tax compliance
Payment of suppliers and crew together bookkeeping and preparation of financial statements